See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,295 | $99,032-42.1% | $80,019-28.4% | $135,375-57.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.15% | 15.39%-25.5pp | 11.22%-21.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,584 | $3,043-15.1% | $2,468+4.7% | $4,779-45.9% |
| Participant deferral / active EE | $4,672 | $4,282+9.1% | $3,686+26.7% | $5,609-16.7% |
| Admin fee / account holder | $2,194 | $10,436-79.0% | $6,521-66.4% | $10,827-79.7% |